SUPPLY DEFINITION
Export-focused sectors eye revival with trade deal tailwinds: Siddhartha Khemka
Siddhartha Khemka suggests that global conditions are improving, with a potential US-India trade deal boosting export-oriented sectors. He highlights positive trends in domestic-focused sectors like banking and consumption, driven by RBI's liquidity improvements and a healthy monsoon. Khemka recommends a long-term buy for Zomato and favors Blue Jet Healthcare within the pharma sector, anticipating strong revenue and earnings growth.
US auto tariff relief brings temporary respite for OEMs, but uncertainty looms: Jay Kale
Auto tariff relief in the US offers a temporary respite for OEMs, but inflationary pressures persist across sectors. Uncertainty looms, potentially leading to a demand slump, exacerbated by recent guidance cuts from Porsche and pre-buying trends. While domestic auto majors acknowledge a recent slowdown, TVS remains optimistic about two-wheeler growth, contrasting with Maruti's muted outlook on passenger vehicles.
Retailers fear toy shortages at Christmas as tariffs freeze supply chain
President Trump's tariffs on Chinese goods are jeopardizing the upcoming Christmas season, as toy makers and retailers halt orders due to increased costs. With China producing the majority of toys and Christmas items, the tariffs are causing significant disruptions in the supply chain, potentially leading to product shortages and higher prices.
'It’s the tariffs, stupid’: The hand of Trump behind Mark Carney becoming Canada’s new Prime Minister
What began as a likely Conservative landslide in Canada was upended by Donald Trump’s return to the U.S. presidency, which ignited a surge of Canadian nationalism and dramatically reshaped the election. The Liberals, previously floundering under scandal and economic pressure, made a historic comeback under Mark Carney, who positioned himself as a steady hand and defender of Canadian sovereignty.
Nifty IT to see 4% upside: Rajesh Palviya sees rally extending toward 37,500
Despite geopolitical tensions and market volatility, key support levels in Nifty and Bank Nifty could guide near-term moves. While Grasim could be an attractive bid for the long term, Voltas may deliver a strong return in the short term.
Pakistan politicians keep making controversial statements against India
India suspended the Indus Waters Treaty after the Pahalgam terror attack that killed 26. Pakistan termed the move “water warfare.” Ministers called it impulsive, politically motivated, and denied involvement in the attack. PM Modi vowed strict action against terrorists. Experts say India’s suspension could hurt Pakistan’s agriculture, as key river controls and treaty obligations are now in question.
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What makes this India-Pakistan standoff more dangerous than past ones
Following the Pahalgam terrorist attack, India has abandoned the Indus Waters Treaty with Pakistan, a historic agreement that survived previous conflicts. The attack, targeting tourists, particularly non-Muslims, echoes past sectarian violence. With a disinterested US, the situation is perilous, requiring leaders Modi and Munir to de-escalate tensions.
Robotaxi maker Pony AI sees Trump's trade war hitting sentiment, overseas expansion plans
The Toyota-backed company has been exploring the deployment of its autonomous driving business in South Korea, Luxembourg, the Middle East and other countries after raising $260 million from listing on the Nasdaq in November.
Bombay High Court gives GST relief to homeowners: No GST on re-development by homeowners through builder under these terms
Real estate: The Bombay High Court has ruled that no GST can be levied in a joint development agreement (JDA) where the landowner/homeowner has not sold the land's development rights. In this case where this judgement came, the landowner made a deal with the builder to build a multstoried apartment on his land, for this he paid Rs 7 crore and 2 apartments. Know more about this case.
US-China standoff will benefit India in long term; exports to go up in new categories: NITI Aayog’s Arvind Virmani
Virmani expects more production, manufacturing, and jobs to accrue for India over a long-term period, with an acceleration in the shift of supply chains to India.
People made money in gold, stocks and real estate. Then, why you could not? Akshat Shrivastava has an answer
Gold prices soared to unprecedented levels, exceeding Rs 99,000 on MCX and breaching Rs 1 lakh in retail markets. Finfluencer Akshat Shrivastava highlighted the cost of inaction, pointing out that diversified investments still yielded returns, while holding cash resulted in missed opportunities. The post sparked debate, with some emphasizing informed investing over risky decisions.
ETMarkets Smart Talk: Gold, infra, FMCG, and fixed income - Kush Gupta’s dual strategy to tackle market volatility
Equity markets always come along with their fair share of excitement and volatility. For a long-term investor, these events provide a clear opportunity to add quality stocks to their portfolio and be part of businesses that will show growth when the tide turns over.
Brace yourself, market is likely to get even shakier: Mark Mobius
To export, companies must be able to import machinery and other components and, right now, that is very difficult because of the bureaucracy involved in setting up businesses in India. So, this is an urgent requirement for India to address. If they ease the system, it will encourage global players like Apple to set up their own factories and manufacture in India.
Largecaps offer stability, but real alpha lies in midcap space: Ajay Srivastava
Actually there is no foreign competition in any of the banks in India unlike any other sector barring telecom perhaps. So, therefore position-wise private banks look a lot better, valuation one cannot argue, there is no argument to say why you should not buy PSU banks, it is incredibly cheap but well you have to be patient with them.
Summer travel: Soaring heat & affluence push Indians to book pricier, visa-free vacations abroad
As temperatures rise, Indians are increasingly booking summer vacations, both domestically and internationally, despite rising costs. Travel experts anticipate a 10-15% increase in package prices due to high demand and limited availability. Visa-free or easy-visa destinations like Azerbaijan, Vietnam, and Georgia are gaining popularity, while traditional favorites such as Thailand and Singapore remain in demand.
AA 125 (3 to 91,225): A set of stocks from which multibaggers & IBC cases may emerge in the next 2 to 5 years
Thinking about the odd headline? Before we explain it, let us introduce this report, the opening installment of a research-based analytical series that will, every Sunday, take you on a deep dive into auto ancillary companies that are well prepared to handle the EV transformation, or are preparing to do so. Also, the ones that are likely to go under as they are just not relevant in the EV age. Back to the headline: AA stands for auto ancillary, 125 is the number of listed auto ancillary companies, 3 to 91,225 stands for Rs. 3 crore to Rs. 91, 225 crore (the smallest to biggest market cap in the industry). Now, why the AA sector may throw up both multibaggers and insolvency cases is simple. The whole auto industry is going through a fundamental shift. A shift which will make several components irrelevant and hence is an existential threat for some companies. But those who anticipated the transition will benefit exponentially. And this transformation will get leg up when Tesla comes to India not only as a seller of its car (which will happen sooner than later) but when it sets up its plant and a new auto ancillary ecosystem gets built.
Volodymyr Zelensky claims China is supplying Russia with troops and artillery, potentially boosting US interest in Ukraine
Ukrainian President Volodymyr Zelensky has accused China of supplying Russia with artillery and manpower, revealing that 155 Chinese nationals are fighting in Ukraine. Kyiv paraded captured Chinese fighters to the media, drawing sharp criticism from Beijing. Ukraine alleges the fighters were recruited with financial incentives and trained in Moscow. China denies official involvement, insisting its citizens are not party to the war. As Western support wanes, Kyiv appears to be using the revelations to pressure global powers, particularly the US.
Israel says it will keep troops in Gaza, Lebanon and Syria indefinitely. What does that mean?
Israeli Defense Minister announced that its troops will indefinitely occupy "security zones" in Gaza, Lebanon, and Syria following expanded frontiers after the October 7th attack. These actions, deemed by some as military occupation, have drawn condemnation from neighboring countries and international scrutiny. While the U.S.
ETMarkets Smart Talk: Don’t rush to gold despite record highs, says Sahil Shah amid market uncertainty
FY25 indeed ended on a turbulent note. The broader markets witnessed sharp corrections, saw declines exceeding 15% over the last quarter. This correction was largely a result of valuations recalibrating to align with a new, more moderate growth outlook.
PEs have more comfort with big bets in India: Joseph Bae, Co-CEO, KKR
KKR & Co. is aggressively deploying capital with $8.5 billion invested in Europe recently. The firm sees volatility as an opportunity for investment, particularly in high-quality businesses. KKR remains bullish on long-term U.S. growth, while also focusing on India as a key market due to its domestic consumption-driven economy and political stability.
Shein's tariff-busting shift hits home in Chinese factory hub
Shein’s rapid rise transformed factory villages in Guangzhou into "Shein villages," fueling a $30 billion ultra-fast fashion empire. However, orders are now dropping as Shein shifts production to Vietnam amid rising U.S. tariffs and trade pressures.
Start buying in tariff-hit sectors but diversify & stagger it over the next 6 months: Sunil Subramaniam
Market expert Sunil Subramaniam advises a staggered investment approach over six months due to prevailing uncertainty, highlighting potential volatility and positive moves post-BTA signing. He emphasizes diversifying across sectors, anticipating benefits from positive domestic factors like tax giveaways, supportive RBI policies, and favorable monsoon forecasts. Subramaniam suggests focusing on consumer discretionary over FMCG for volume growth.
The hidden rare earth metals behind missiles: How China is weaponising the world’s supply chains
Donald Trump’s soaring tariffs on China have sparked a critical minerals standoff, with Beijing striking back by restricting exports of rare earth elements vital to America’s defence and tech industries. While Trump champions a self-reliant minerals policy, China’s dominance in rare earths and magnet production gives it enormous leverage. As supply chains buckle and prices rise, Washington’s plans for domestic mineral independence face serious headwinds—from volatile markets to investor uncertainty and geopolitical brinkmanship.
India can scale and adopt latest technology to emerge as a manufacturing hub: Rahul Bhasin
Rahul Bhasin of Baring Private Equity Partners believes India is poised to become a manufacturing hub, capitalizing on global opportunities due to its unique position. Despite geopolitical concerns, he sees continued growth in housing, consumption, and technology adoption. Bhasin anticipates a potential US recession impacting Indian IT but remains bullish on AI and EVs long-term.
Global risks still loom over Indian valuations, warns Sanjeev Prasad
Kotak Institutional Equities' Sanjeev Prasad suggests a potential IT sector backstop due to already priced-in bad news and company cash reserves, despite unglamorous guidance. He questions high valuations across sectors, considering weaker short-term growth, medium-term disruptions, and elevated global bond yields.
Inside factories in China, a struggle to survive Trump's tariffs
Despite difficulties, some manufacturers remain optimistic, citing China's strength and their ability to endure, particularly in sectors where they hold a cost advantage.
Inside factories in China, a struggle to survive Trump's tariffs
Chinese factories in Guangzhou face challenges as President Trump's tariffs reach 125%, causing order cancellations and uncertainty. Small factories, vital to China's economy, grapple with finding new buyers amid existing overcapacity and frugal domestic consumers. While some factories temporarily close, others seek alternative markets. Despite rising labor costs, manufacturers remain optimistic about China's economic strength, hoping to overcome these difficulties.
UP to develop a future-ready Smart City near Noida Airport where all civic services will be managed digitally
A smart city is developing near Noida airport. This 750-acre township will have a central digital system. An advanced command center will manage utilities and security. The project aims to create jobs and housing. Essential services will use advanced technology. The control center will be the core hub. The township plans integration with Greater Noida Authority's system.
True north: Foxconn plans first solo UP unit
Foxconn is in talks to acquire 300 acres along the Yamuna Expressway in Greater Noida for its first northern India facility. The move aligns with its broader strategy to expand manufacturing in India amid global supply chain shifts, potentially producing beyond smartphones and tapping sectors like EVs and digital health.
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